Life's major decisions have a lasting impact, and important financial concerns are often overlooked during this annual holiday of love and consumption. But during this Valentine's Day, spend a moment thinking about all of your loved ones who are:
- Graduating from college
- Starting a career
- Getting married
- Having a new baby
- Changing jobs
- Nearing retirement
Gift Differently
Offer your friends and family something more meaningful. Give them peace of mind and the opportunity to secure a positive financial future. For the recipient, there are no products to buy and no accounts to set up; just the time and expertise of a qualified financial advisor to help steer them onto the correct financial course.
A certificate for one or two hours of time is ideal, and the session can either be tightly focused or a less formal "rapid fire" style Q&A session covering multiple topics.
Our most common concerns with gift recipients often include:
- Debt and credit management and repair
- Allocating retirement plan contributions among investment choices
- Estimating college education expenses, and how to fund them
- Developing a spending and savings plan
- Obtaining a second opinion on an investment portfolio
- Making a pension lump sum decision
- Deciding how much and what type of insurance to buy